About Us

Our managing partners, Joe Wanner and Jim Roberto, have the experience, knowledge and resources to deliver value to our clients. In collaboration with our business partners, we analyze, assess, facilitate, and execute a plan to reach the desired objective.



Joe Wanner
  • Company founder and managing partner since 2003
  • 15 years of experience in commercial and investment banking
  • Chartered Financial Analyst distinction
  • Columbia University, New York; B.A. 1988
  • Northwestern University, J.L. Kellogg School of Management, MBA 1996
Jim Roberto
  • Joined company as managing partner in 2005
  • 15 years of experience in sales management; residential and commercial real estate
  • Licensed Real Estate Broker; MLS and National Association of Realtors Member
  • University of Wisconsin, Madison; B.A. 1988